Copilots provide AI assistance inside supported Yarken screens and workflows. Available Copilots depend on the active feature and each Copilot's configuration in AI Studio.
Open and configure Copilots
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Open Admin > AI Studio > Channels > Copilots.
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Find the Copilot card and select its settings icon.
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Use the Enabled switch to turn it on or off for users.
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Set any additional available options, then select Save.
Available Copilots
|
Copilot |
Use |
|---|---|
|
Costpool Rules Copilot |
Review or refine cost-pool mapping rules from spend and allocation context |
|
Costpool Mapping Copilot |
Investigate unmapped cost-pool spend |
|
Tower Mapping Copilot |
Map cost-pool spend to towers and related assets or solution offerings |
|
Tower Rules Copilot |
Review or refine tower mapping rules |
|
Dashboard AI Narrative |
Generate narrative summaries for dashboard widgets and reports |
|
Graph Explanation Copilot |
Explain chart and graph data with optional organization-specific context |
|
Take Action |
Present assigned findings from Automations for review |
Some mapping Copilots may display a Beta label. A disabled Copilot remains listed but is unavailable for users.
Where users encounter Copilots
Copilots currently appear in three main ways.
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Charts and dashboards: Users can request explanations and related analysis for a supported chart or widget.
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Spend model mapping: Users can investigate incomplete Cost Pool or Tower allocations and review proposed rules.
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Assigned findings: Take Action presents findings created by an Automation, where supported.
Configure Graph Explanation Copilot
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Open the Graph Explanation Copilot settings.
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Turn the Copilot on.
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In Graph Explanation Context, enter organization-specific definitions or instructions for how charts should be explained.
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Select Save.
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Open a supported graph and test explanation against the values, filters, and dates shown.
Example context:
State the selected date range and unit before interpreting a chart. Identify the largest movement and any material variance. Base explanations on visible values. Provide up to three next checks. Distinguish observed trends from possible causes.
Use the current dashboard and selected filters as starting context. Graph Explanation is scoped to the supported dashboard context; it does not combine unrelated dashboards in the same conversation.
Investigate Cost Pool or Tower mapping
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Open Admin > Yarken Designer > Spend Model.
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Choose Cost Pools or Towers, then open a month or group with incomplete allocation.
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Select + Add > Map manually > Investigate with AI.
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Review proposed rule, mapping destination, signal, reasoning, condition, confidence, and coverage.
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Select Accept Rule only when the mapping is supported, then Generate Rule to save. Otherwise select Reject or continue manually.
Example: Cloud compute charges remain unallocated. Copilot proposes a Cost Pool based on vendor and account attributes. Check sample records and make sure its condition does not accidentally include storage or network spend. A high confidence score alone is not sufficient to accept the rule.
See Investigate Cost Pool and Tower mapping with AI.
Configure Take Action
Enable Take Action in Copilots when the feature is used in the environment. Configure the finding structure separately under Admin > Settings > AI > Action Types. An Automation uses Raise an action to create the finding. Recipients review the card through the supported Take Action experience.
See Configure AI Action Types, Raise an action from an Automation, and Review findings with Take Action.
If Copilot is not available
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Check whether its card is Enabled.
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Confirm the user has access to the underlying dashboard or configuration area.
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For a chart Copilot, confirm the selected widget supports the experience.
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For mapping, check that the user opened a supported Cost Pool or Tower workflow.
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For Take Action, confirm an Automation has produced a finding and the configured recipient is correct.